Privacy Policy
Effective Date: September 2, 2025
At Partner with Lotus ("we," "us," or "our"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website www.partnerwithlotus.com or use our services.
Information We Collect
Personal Information You Provide
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Contact information (name, email, phone number)
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Business information (company name, financial data)
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Communication records (emails, meeting notes, consultation details)
Information Automatically Collected
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Website usage data (pages visited, time spent, browser type)
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IP addresses and device information
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Cookies and similar tracking technologies
How We Use Your Information
We use your information to:​
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Provide financial consulting services
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Communicate about your projects and our services
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Send relevant business insights and updates (with your consent)
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Comply with legal obligations
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Maintain records
Information Sharing
We do not sell, rent, or share your personal information except:​
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With your explicit consent
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To trusted service providers who assist our operations (under confidentiality agreements)
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When required by law or to protect our legal rights
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In connection with a business transfer (with notice to you)
Data Security
We implement appropriate technical and organizational measures to protect your information, including:
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Secure data transmission (SSL encryption)
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Limited access controls
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Regular security assessments
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Confidential handling of all client financial information
Your Rights
You have the right to:
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Access, correct, or delete your personal information
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Opt out of marketing communications
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Request information about how we use your data
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File complaints with relevant privacy authorities
Data Retention
We retain your information only as long as necessary for business purposes or as required by law. Financial consulting records are typically maintained for 7 years.
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Cookies
Our website uses cookies to improve your experience. You can control cookie settings through your browser, though this may affect website functionality.
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Changes to This Policy
We may update this Privacy Policy periodically. We will notify you of significant changes and post the updated policy on our website.
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Contact Us
For questions about this Privacy Policy, contact us at:
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Lotus Consulting LLC
920-948-3116
Campbellsport, WI